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Sponsor portfolioWelfare / HealthEIN 58-1730881

CARGOTEC HOLDING, INC

12233 WILLIAMS ROAD · PERRYSBURG, OH 435516802
4196549844
Plans filed
1
Years active
2015–2024
Industry
NAICS 33
Latest filing
2024
Total premiums (latest)
$1.2M
No prior year
Persons covered
1,325
No prior year
Total participants
846
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.2M
CARGOTEC HOLDING, INC. GROUP HEALTH & WELFARE PLAN
Mixed1,325 covered·2 carriers
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$654K35.5%
Life$631K34.3%
Short-term disability$301K16.4%
Long-term disability$254K13.8%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LSTDLTDOth
$1.2M98.1%141,325
EAP PREFERRED
EIN 581924071
Oth
$23K1.9%11863

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
WILLIAM MATTHEW MCINNESPRAIRIE VILLAGE, KSTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$143K$0$143K99.1%1
MCINNES GROUP, INC.FAIRWAY, KSEAP CONSULTANTS, INC$1K$0$1K0.9%1

History & trajectory

10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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